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Author

Jake Cahn, CPA, Director
Freestone Capital
Robb Carter, CFA®, Partner
Stephanie d'Ippolito, CFP®, Director of Financial Planning
Andrew Erisman, CIMA®, Partner
Pete Forras, Managing Director
Gary I. Furukawa, Founder & Senior Partner
Jesse Haverstock, CFP®, Director
Phil Klitirinos, Economist
Robert F. Mellon, CPWA®, Partner
Larry Miles
Christopher Odem, CIMA®
Christine Opp, CFA, CFP®, Director
Alison Rambaldini
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  • Common Client Questions

    What is a Fiduciary and Why is the Term Important to Me?

    In a recent client meeting I referred to the fact that we at Freestone serve them as a fiduciary. The client stopped me and said, "You know, I read......

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